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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,995 | $138,076-41.3% | $123,553-34.4% | $135,380-40.2% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -3.28% | 153.70%-157.0pp | 119.21%-122.5pp | 519.81%-523.1pp |
| Employer contribution / active EE | $8,286 | $5,152+60.8% | $4,628+79.0% | $4,779+73.4% |
| Participant deferral / active EE | $11,709 | $6,800+72.2% | $6,426+82.2% | $5,609+108.7% |
| Admin fee / account holder | $98,056 | $10,917+798.2% | $9,284+956.1% | $10,828+805.6% |